Credit Notes/Adjustments to Invoices
Comments
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In the Suppliers > Pay Bills window select the invoice you wish to apply the credit to, click on Set Credits, which is near the bottom centre of the Pay Bills window. A Credits window pops up which lists all available credit notes, tick the credit note you want to apply to the invoice, and then click Done. Then pay the bill in the normal way.0
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Hi Therese,
On the Home screen is an icon which says Adjustment Notes/Credits. You can create the adjustment note as required, then when you click on Save & Close it will prompt you to assign it to an open invoice.
Then if you edit your invoice template to include Payments & Credits it will show it on the invoice. Lists drop down menu > templates > double click to edit > Additional customisation > Footer tab > tick the box for Payments/Credits.
Kind regards,
Sally McIntosh (sally@samsolutions.com.au)
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how do i reverse an applied adjustment note against wrong invoices0
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Unfortunately Kathy you can't.
If you made the adjustment note $0 that will undo the entries, then put the figures in again.
This is the only way around it.
Kind regards,
Sally McIntosh (sally@samsolutions.com.au)
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Hi Sally, thankyou for your reply. I found a way to do it. I went into the invoice that the credit was applied against (the balance was nil on the invoice) and selected the apply credits button and unticked the credits. This left the balance of the invoice back to the original amount. Yah! thought you might like to know thus one. Cheers, Kathy1
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Hi Kathy,
Yes, thank-you! I completely forgot you can do that
Thanks for the reminder.
Kind regards,
Sally McIntosh (sally@samsolutions.com.au)
1
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